Process

The Discovery Meeting

We begin every relationship with a discovery meeting. This meeting, and each subsequent meeting, is attended by you and your advisory team through the use of web-based software. ie Zoom, Skype, etc. We have refined this process over time to be seamless and extremely efficient. The discovery meeting serves as an integral step in the process allowing us to learn more about your situation, the purpose of your money, and what is most important to you. This meeting usually last around 60 minutes.

From there our team of advisors, will go to work behind the scenes, to develop an overview of your personal economy and construct a multifaceted strategy that protects the purpose of your money. This will include a vast array of purpose-driven investments representing a multitude of asset classes. Each one will serve its own specific purpose within the plan.

Strategy Meeting

We then move on to a “Strategy Meeting” where our recommendations are presented to you, from an educational perspective. While many of our clients are sophisticated investors, many are not. We will teach the plan from multiple perspectives including both written and visual. The contents of your plan will be assembled into a leather binder which is delivered to your home, or office, and include descriptions of all investment selections, advantages and drawbacks of each, and the math that supports them. After the second meeting we prefer you spend some time absorbing our recommendations and developing questions.